SunCommon: Streamlining Solar Lead Qualification with Data Integration

SunCommon: Streamlining Solar Lead Qualification with Data Integration

A Vermont-based residential solar power systems installer, SunCommon, sought to increase the effectiveness of their lead acquisition process. Their engineers were facing a time-consuming workflow that involved manually gathering data and maps, hindering their ability to efficiently qualify leads.

The company collaborated with Nate Haskins to address this challenge. Nate identified opportunities to integrate APIs to consolidate CRM data, customer geography, and engineering data. This resulted in a streamlined dashboard that allowed engineers to access all relevant information in a single location.

This solution significantly reduced the time needed to qualify a lead – from an hour to around five minutes. Nate and SunCommon continued to refine the system, ultimately leading to substantial time and cost savings for the solar engineers.